Secured Retirement Advisors, LLC Portfolio Holdings by Sector

Secured Retirement Advisors, LLC

$179 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BOND SPYV IEFA BUFR BSV SDVY JEPQ JAAA 25 stocks	$28.9 Million 18.69% of portfolio	7	17	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD TXN 5 stocks	$13.2 Million 8.52% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PANW PLTR 4 stocks	$9.86 Million 6.38% of portfolio	3	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$8.07 Million 5.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META MTCH 3 stocks	$7.74 Million 5.0% of portfolio	1	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA RTX BWXT TXT 5 stocks	$6.19 Million 4.0% of portfolio	3	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK LLY BMY ABBV AMGN 5 stocks	$5.7 Million 3.69% of portfolio	3	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C 2 stocks	$4.6 Million 2.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW PH GNRC 3 stocks	$4.53 Million 2.93% of portfolio	1	2	-	-	0 Calls 0 Puts

Electronic Components \| Technology GLW 1 stocks	$4.1 Million 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$3.92 Million 2.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.81 Million 2.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$3.81 Million 2.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT TEX DE 3 stocks	$3.72 Million 2.4% of portfolio	-	3	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$3.34 Million 2.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$2.89 Million 1.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BPOP USB RF 3 stocks	$2.83 Million 1.83% of portfolio	1	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$2.58 Million 1.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.54 Million 1.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$2.32 Million 1.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE 2 stocks	$2.3 Million 1.49% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT ZBH 2 stocks	$2.23 Million 1.44% of portfolio	1	1	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.11 Million 1.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$2.05 Million 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.97 Million 1.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.84 Million 1.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS 1 stocks	$1.7 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$1.68 Million 1.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1.35 Million 0.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$1.22 Million 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$1.22 Million 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$1.16 Million 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts

Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$1.01 Million 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$999,475 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$844,252 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR 1 stocks	$809,273 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$800,224 0.52% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$684,325 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$616,895 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$606,974 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$558,314 0.36% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$426,917 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$362,733 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$353,565 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$281,515 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials OEC 1 stocks	$278,768 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$221,064 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$208,074 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$132,773 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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Secured Retirement Advisors, LLC Portfolio Holdings by Sector

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